1.3 XML Authority Release Notes

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5.1.11 (21 October 2026)

No Category Change
1 New Functionality Pillar 2 GloBE Information Return: Added support for business-rule validation in OECD-based GIR schemas, providing additional checks beyond standard XML schema validation.
2 Improvement XML Character Replacement: Improved the handling and replacement of characters that may cause XML submissions to be rejected by regulatory authorities.
3 Improvement Excel Import: Improved compatibility with Excel cell formats. Values stored as dates, numbers or other cell types can now be converted to text when importing into XML text elements.
4 Improvement Excel Import Templates: Improved the formatting of percentage and decimal values, taking account of schema restrictions and permitted decimal precision.
5 Improvement Search Functionality: Searching for an element now navigates directly to the relevant column header, making it easier to locate information within a table.
6 Improvement HMRC Pillar 2 and FinanzOnline: Added direct links to the relevant Help Centre instructions within the submission forms.
7 Improvement OECD DAC7/DPI: Updated the Report Setup Wizard assumptions to exclude the individual seller nationality field by default, addressing submission validation errors reported by customers.
8 Improvement Pillar 2 GloBE Information Return: Updated the default masking assumptions used by the Report Setup Wizard.
9 Improvement CESOP: Updated the default masking assumptions used by the Report Setup Wizard.
10 Improvement CBI AML/REQ: Improved the naming and searchability of the AML/CFT Risk Evaluation Questionnaire schemas in the Schema Library.
11 New Schemas

Sweden – Värdepappersinnehav (VINN): Added the following securities holdings reporting schemas:

  • Monetära finansinstitut (MFI) – V40
  • Systemviktiga institut (bankgrupper) – V42
  • Värdepapperscentraler – V60
  • Förvaltare – V50
  • AP-fonder, understödsföreningar med flera – V10
12 New Schemas Ireland – Central Bank of Ireland ISBAR: Added Bank Account Return and Safe Deposit Box Return schemas.
13 New Schemas

Belgium – Pillar 2: Added the following supporting schemas:

  • Qualified Domestic Minimum Top-up Tax (QDMTT) return
  • Income Inclusion Rule (IIR) top-up tax return
  • Constituent Entity registration notification
  • General representative notification
14 New Schema Poland – Country-by-Country Reporting: Added the CBC-P (2) schema.
15 New Schema Netherlands – Bankgegevens 2027: Added the new reporting schema while retaining the existing version.
16 Reinstated Schema US – Form PF: Reinstated Form PF Sections 1–4 (v2024.06) in the Schema Library.
17 Updated Schema Poland – FATCA: Updated Formularz FAT-1 to version 5.
18 Updated Schemas

Banque centrale du Luxembourg: Added the following reporting layouts, applicable from 1 January 2027:

  • S 2.16 Layout 2
  • S 2.17 Layout 2
  • TPTIBS Layout 2

Previous versions remain available.
19 Updated Schemas Deutsche Bundesbank – AnaCredit: Added version 2.9, applicable from 1 February 2027, while retaining the previous version.
20 Updated Schemas

Central Bank of Ireland – AML/CFT Risk Evaluation Questionnaires

Updated schemas:

  • Credit Institutions – v2.1
  • Payment Institutions and Electronic Money Institutions – v2.1
  • Investment Firms – v1.4
  • Crypto-Asset Service Providers – v1.1
  • Life Insurance – v1.1
  • Credit Unions – v1.1

New schemas:

  • Fund Management Companies – v1.0
  • Fund Depositaries – v1.0
  • Fund Administrators – v1.0
21 Updated Schemas US SEC – EDGAR: Updated Form 13F and SBS Entity Form to version 2.0.
22 Updated Schema Australia – Sharing Economy Taxable Payments: Updated to version 1.5.
23 Updated Schema Luxembourg – Common Reporting Standard (CRS): Added CRS_LUX version 3.0, applicable from 1 January 2027.
24 Updated Schemas Central Bank of Ireland – Payment Statistics: Updated the reporting schemas to version 9.
25 Updated Schemas Banque centrale du Luxembourg – AnaCredit: Added SDMX version 1.0.15, applicable from the January 2027 reference period.
26 Bug Fix US SEC Form N-PX: Corrected an issue that prevented a value of zero from being reported in the Summary section.
27 Bug Fix Application Icon: Fixed an intermittent issue where XML Authority appeared with a blank icon on the Windows taskbar.

5.1.10 (29 July 2026)

No Category Change
1 Updated Schemas

CBI AML REQ schemas

  • Credit Institutions
  • Investment Firms
  • PIEMI
  • CASP
  • Credit Unions
  • Life Insurance
2 Updated Schemas

UK FCA Regdata schemas:

  • FIN074 Economic Crime Levy 1.1
  • RMA-E PII Self-certification 9.2
  • FIN073 Baseline Financial Resilience Report 1.1
3 Updated Schema UK BOE Branch Return Schema version 1.2
4 Improvement Austrian Pillar 2 Globe Information Return Automation of Reference Fields
5 Improvement Improvements to the Pillar 2 Globe Information Return Report Setup Wizard
6 Improvement Singapore IRAS CBCR Automation
7 Improvement Add "Export to XML" to export menu
8 Improvement Change to automated reference field behaviour
9 New Functionality Correction Mechanism CBC
10 New Functionality Freeze panes on Excel Import Template
11 Bug Fix Fixed an error where apostrophe was not being wscaped when exporting to XML

5.1.9 (29 June 2026)

No Category Change
1 New Functionality UK HMRC Pillar 2 API

5.1.8 (15 June 2026)

No Category Change
1 New Schema UK FCA Regdata REP027
2 New Schema Spain Modelo 241 (Globe Information Return)
3 New Schema France Formulaire 2259-SD - Globe Information Return
4 New Schema Netherlands Globe Information Return
5 Updated Schema Norway SAF-T v1.40
6 Updated Schemas Luxembourg Anacredit v1.0.14
7 Updated Schemas Canada CRS - Part XIX Information Return v1.26 and Part XVIII Information Return v1.26
8 Updated Schema Canada Digital Platforms Reporting - Part XX Information Return v2.2
9 Improvement Slovenia Pillar 2 Globe Information Return Automation of Reference Fields
10 Improvement Spain Modelo 241 Automation of Reference Fields
11 Improvement Belgium Pillar 2 Globe Information Return Automation of Reference Fields
12 Improvement France Formulaire 2259-SD - Globe Information Return Automation of Reference Fields
13 Improvement Enumeration information is now included in Excel tooltip comments

5.1.7 (1 May 2026)

No Category Change
1 New Schemas Luxembourg eCDF and ACD (mod 500) Schemas
2 Updated Schemas Bundesbank Schemas: Statistics on Investment Assets and Payment Transaction Statistics
3 Updated Schemas US SEC Schedule 13D and 13G EDGAR forms
4 Updated Schema EC CESOP schema
5 Updated Schemas UK FCA Regdata schemas: REP027; MIF001; MIF007; REP015; REP016; Complaints; PSD002; CCR007; CCR009
6 Improvement Updated schema masks applied when using the FATCA correction mechanism
7 New Feature Pillar 2: Globe Information Return Report Setup Wizard
8 New Feature Pillar 2 Globe Information Return Friendly Element Labels
9 Improvement Sweden Pillar 2 GLOBE Information Return Automation of Reference Fields

5.1.5 (25 February 2026)

No Category Change
1 New Schema US SEC Schemas
2 New Schemas National Bank of Belgium Payment Statistics schemas
3 Updated Schema Netherlands Bankgegevens 2026 schema
4 Updated Schemas Polish JPK_V7M(3) and JPK_V7K(3) schemasJ
5 Updated Schemas Bundesbank Anacredit v2.8 schema
6 New Feature XML Authority now automatically escapes the characters &, <, >,',". These characters, while valid,  can cause rejection by regulators
7 Improvement Improved performance in documents with a large amount of data.
8 Improvement Submissions to the CBI for the new CBI AML REQ were being rejected due to an issue on the CBI's portal.  We amended the format of our output to get around this issue.

5.1.4 (6 February 2026)

No Category Change
1 New Schema CBI MMIF schema
2 Updated Schemas CBI REQ schemas (credit institutions, payment institutions/electronic money institutions, investment firms)
3 New Schema Germany Pillar 2 GLoBE schema
4 New Schema Polish JPK MAG schema
5 New Functionality When importing a schema a default name is now assigned
6 New Functionality New Go To functionality when using the Schema Search functionality
7 Bug Fix Fixed performance issue when importing from Excel for schemas with automated reference fields

5.1.3 (29 January 2026)

No Category Change
1 New Schema Spain Modelo 170 & 196 schemas
2 Schema Changes Pillar 2 GLOBE Reference fields automation
3 Schema Changes AIF Schema Business Rules Updates
4 Bug fix Fixed an issue that would break the schema search functionality when " forms part of the search term.

5.1.2 (19 January 2026)

No Category Change
1 Updated Schema IRS FATCA v2.0.1 Schema
2 Updated Schema Banque de France Fraude and Cartographie schemas
3 Updated Schema Banque De France Déclaration trimestrielle des opérations impliquant des non-IFM schema
4 Updated Schemas

Finnish Suomen Pankki XML Schemas:

  • SAVE 1.3.0
  • KOTI 1.3.0
  • RATI 1.5.0
  • TIHA 1.3.0
  • SIRA 1.2.0
  • MURA 1.2.0
  • MAPE 1.3.0
  • PEF 1.3.0
5 New Schema CMVM AML (v.1.0.0) schema
6 New Schema Banque centrale du Luxembourg Anacredit schemas v1.0.13
7 New Schema CBI Anacredit Counterparty Data Reporting schema
8 Updated Schema Suomen Pakki MAPE schema v1.3.0
9 Updated Schema Canadian Revenue Agency DAC7, FATCA and CRS schemas
10 New Schema New Bundesbank Investment Fund Statistics Schema
11 Updated Schemas

FCA Regdata schemas:

  • REP008 - Notification of Disciplinary Action relating to conduct rules staff (other than SMF managers) v5.1
  • REP009 - Consumer Buy-To-Let Mortgage Aggregated Data v2.0
  • PSD008 - Product Sales Data - Credit Agreement Sales v1.3
  • PSD008a - Product Sales Data - Credit Agreement Back-book v1.2
  • PSD009 - Product Sales Data - Credit Agreement Performance v1.3
12 Updated Schemas

Polish JPK:

  • JPK_V7K(3) - VAT structure with a quarterly declaration
  • JPK_V7M(3) - VAT structure with a monthly declaration
13 Updated Schema HMRC Merchant acquirer schema
14 New Schema Luxembourg CSSF U1.1 Reporting schema
15 Updated Schema Automated Reference Fields for Sweden CBC
16 New Functionality The new document wizard now assists with creating correction documents for DAC7 reports
17 Improvement Updated our ZIP libraries due to reported vulnerabilities in the previous library
18 New Functionality You can now search for elements by type
19 Updated Functionality Updated the IDES Public Key for FATCA filings
20 Bug Fix Fixed an issue when applying masks to a Pillar 2 GLOBE Information Return

5.1.1 (9 October 2025)

No Category Change
1 Updated Schema Romanian SAF-T v2.4.9 schema.
2 New Functionality Bulgarian SAF-T Report Setup Wizard.
3 Improvement AIFMD Business Rules available with the UK AIF001 and AIF002 schemas.
4 Improvement Support relative paths for ancestors in the Report Generator.
5 Improvement Support schemas with recursive elements.

5.1.0 (4 September 2025)

No Category Change
1 Improvement The schema library has been reorganised to provide a clearer layout and improved navigation. 
2 New Functionality PDF Report Generator - create customised PDF reports from a Microsoft Word template. Templates can be configured with any elements from the schema. This enables you to automatically generate multiple reports based on the content of your XML report. This can be split into multiple reports per account holder, reportable seller or any specified element.
3 New Functionality Import schema envelopes and merge them with their associated reporting schema.
4 New Functionality When importing data from Excel, detailed feedback is provided on the results, including any issues encountered during the process. The feedback list can also be exported to Excel.
5 New Functionality Validation results can now be exported directly to Excel via right-click.
6 New Functionality New Search Element button to locate elements within a report by either name or value.
7 Improvement The process of creating or importing Excel templates from locations other than the schema root has been simplified. Templates created from any sub-element can now be imported from any location within the schema.
8 New Functionality The CRS and FATCA Report Setup Wizards now simplify the correction process by importing a previously submitted XML report, and automatically migrating the reference elements to the relevant correction reference elements.
9 New Functionality Report Setup Wizard available for DAC7 schemas.
10 New Feature Schema version elements are now automatically populated with the schema version.
11 New Feature Timestamp elements are automatically populated and include timezones where relevant.
12 New Functionality Column widths can now be extended in the root table.
13 New Functionality Automated references for Irish FATCA schema.
14 New Feature New AIFMD business rule for aggregate value rates below 0.5%.
15 New Schema Central Bank of Ireland AML/CFT Risk Evaluation Questionnaire (REQ).
16 New Schema Slovenian VAT schema.
17 New Schema Czech Republic Mojedane Schemas.
18 New Schema Germany CRS schema.
19 New Schema Finland GoAML schema.
20 New Schema Japan FATCA schema.
21 New Schema Malta Payment Statistics schema.
22 New Schemas ISO20022 schemas.
23 New Schema Slovakia general submission for FS schema.
24 Updated Schema Updated Bulgarian SAF-T schema.
25 Improvement Report Setup Wizard for Singapore IRAS CRS now only allows for a single controlling person per account.
26 Improvement FATCA IDES Signing Certificate (Public Key) is automatically included when encrypting and signing FATCA submissions.
27 Improvement Software version is automatically excluded when reporting to Ireland or Finland.
28 Bug Fix Change to SEC Form N-PX to support reporting 0 for otherIncludedManagersCount element.
29 Bug Fix Removed mandatory requirement for Legal Address Type in the DAC7 schema.
30 Bug Fix Fixed the AIF Report Setup Wizard for AIF Content Type 2 which resulted in the incorrect section being masked.

View historical XML Authority release notes (versions 4.x and earlier).

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